Charlie King has been in the financial services industry for over 40 years. His focus is on developing strategies and advice for individuals, their families and their businesses by understanding their short and long-term financial objectives. He is driven by his passion for delivering excellent service and helping clients pursue their goals. He and his team focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and understanding what each client wants to achieve.
Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We then help you design, implement and periodically review customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
